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Monday you’re drafting a term sheet for a clinic to become an IND research site. Tuesday you’re building the a board deck, synthesizing operational data from the COO, financial data from the Controller, and clinical data from the PI into a narrative that shows progress against milestones. Wednesday you’re on a call with outside counsel about setting up a new entity, then spending the afternoon analyzing a competitor’s patent filings. Thursday you’re in the Founder's meeting with a strategic partner, capturing commitments and preparing follow-up. Friday you’re reviewing employment agreements for three new hires, coordinating with the IP team on a patent filing decision, and flagging a regulatory constraint in a partnership contract that nobody asked you to review.
• Take over ALL CEO legal relationships: Morgan Lewis (corporate, IP, employment) and Frier Levitt (compounding regulatory) and any future firms. You are the single point of legal coordination.
• Own the legal calendar across all entities and operating states (CA, TX, MT minimum)
• Draft and negotiate partnership term sheets: Multiple deals in the first 6 months. Work with the COO on commercial terms; you own the legal structure.
• Entity consolidation, coordinate with Morgan Lewis, ensure QSBS compliance, investor consent, clean cap table
• IP strategy: patent filing decisions for formulation patents, method-of-use patents, trade secret protections, FTO analysis. Our VP Pharmaceutical Sciences handles the scientific substance; you handle the legal strategy and execution.
• Employment agreements: standardized templates for 20+ hires. ISO stock options structured for QSBS compliance. State-specific issues handled through outside employment counsel.
• Regulatory counsel coordination: 503A/503B, IND, 505(b)(2), state pharmacy licensing. You don’t need to be a regulatory attorney, but you coordinate with specialized counsel and ensure commercial activities comply with existing agreements.
• Board meeting preparation: build every deck, every investor update, every quarterly report for institutional investors.
• Strategic analysis: competitive intelligence, market sizing, partnership evaluation, M&A screening, regulatory scenarios. AI tools (Claude, etc.) are the analytical engine — expected to be used aggressively.
• Cross-entity coordination: master priority dashboard covering all workstreams (IND filings, 503B construction, clinic partnerships, hiring, regulatory milestones)
• Entity consolidation project management: coordinate legal (your GC hat), financial (Controller), and strategic (CEO) workstreams
• Hiring process coordination: JDs, candidate pipelines, interview scheduling, offer structuring
• CEO meeting attendance: ~30% of CEO meetings Day 1. Board access at ~Month 3. Prepare pre-reads, capture actions, ensure follow-through.
Whatever the CEO needs most that week. Financial modeling for a partnership (using AI to build, using judgment to validate). Deep dive into a competitor’s patent portfolio. Regulatory scenario analysis. Prep for a meeting that didn’t exist on Monday. If you need a fixed scope, this role doesn’t work for you.
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